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Improvements in return forecast accuracy do not always lead to proportional improvements in portfolio decision quality, especially under realistic trading frictions and constraints. This paper adopts the Smart Predict--then--Optimize (SPO)…

Portfolio Management · Quantitative Finance 2026-01-13 Wang Yi , Takashi Hasuike

Given a set of assets and an investment capital, the classical portfolio selection problem consists in determining the amount of capital to be invested in each asset in order to build the most profitable portfolio. The portfolio…

Portfolio Management · Quantitative Finance 2019-07-17 Justo Puerto , Moises Rodríguez-Madrena , Andrea Scozzari

Traditional machine learning assumes a stationary data distribution, yet many real-world applications operate on nonstationary streams in which the underlying concept evolves over time. This problem can also be viewed as task-free continual…

Machine Learning · Computer Science 2026-03-17 Michal Wozniak , Marek Klonowski , Maciej Maczynski , Bartosz Krawczyk

There is an emerging need for efficient solutions to stochastic AC Optimal Power Flow ({AC-}OPF) to ensure optimal and reliable grid operations in the presence of increasing demand and generation uncertainty. This paper presents a highly…

Systems and Control · Electrical Eng. & Systems 2020-06-11 Ilyes Mezghani , Sidhant Misra , Deepjyoti Deka

Utility based methods provide a very general theoretically consistent approach to pricing and hedging of securities in incomplete financial markets. Solving problems in the utility based framework typically involves dynamic programming,…

Probability · Mathematics 2008-12-10 M. R. Grasselli , T. R. Hurd

It is well-recognized that Air Cargo revenue management is quite different from its passenger airline counterpart. Inherent demand volatility due to short booking horizon and lumpy shipments, multi-dimensionality and uncertainty of capacity…

Computer Science and Game Theory · Computer Science 2024-05-21 Ezgi Eren , Jiabing Li

In this survey, a short introduction in the recent discovery of log-normally distributed market-technical trend data will be given. The results of the statistical evaluation of typical market-technical trend variables will be presented. It…

Statistical Finance · Quantitative Finance 2016-05-12 René Kempen , Stanislaus Maier-Paape

This paper investigates a time-inconsistent portfolio selection problem in the incomplete mar ket model, integrating expected utility maximization with risk control. The objective functional balances the expected utility and variance on log…

Portfolio Management · Quantitative Finance 2025-12-02 Yue Cao , Zongxia Liang , Sheng Wang , Xiang Yu

We consider the mean--variance portfolio optimization problem under the game theoretic framework and without risk-free assets. The problem is solved semi-explicitly by applying the extended Hamilton--Jacobi--Bellman equation. Although the…

Portfolio Management · Quantitative Finance 2016-02-17 Chi Kin Lam , Yuhong Xu , Guosheng Yin

We present a new approach to the optimal portfolio problem for an insider with logarithmic utility. Our method is based on white noise theory, stochastic forward integrals, Hida-Malliavin calculus and the Donsker delta function.

Portfolio Management · Quantitative Finance 2015-08-27 Bernt Øksendal , Elin Røse

Portfolio management problems are often divided into two types: active and passive, where the objective is to outperform and track a preselected benchmark, respectively. Here, we formulate and solve a dynamic asset allocation problem that…

Portfolio Management · Quantitative Finance 2018-07-31 Ali Al-Aradi , Sebastian Jaimungal

The problem of portfolio optimization is one of the most important issues in asset management. This paper proposes a new dynamic portfolio strategy based on the time-varying structures of MST networks in Chinese stock markets, where the…

Statistical Finance · Quantitative Finance 2017-04-12 Fei Ren , Ya-Nan Lu , Sai-Ping Li , Xiong-Fei Jiang , Li-Xin Zhong , Tian Qiu

Variants of the GSEMO algorithm using multi-objective formulations have been successfully analyzed and applied to optimize chance-constrained submodular functions. However, due to the effect of the increasing population size of the GSEMO…

Neural and Evolutionary Computing · Computer Science 2024-08-08 Xiankun Yan , Aneta Neumann , Frank Neumann

Multi-object tracking remains challenging due to frequent occurrence of occlusions and outliers. In order to handle this problem, we propose an Approximation-Shrink Scheme for sequential optimization. This scheme is realized by introducing…

Computer Vision and Pattern Recognition · Computer Science 2015-12-01 Qi Guo , Le Dan , Dong Yin , Xiangyang Ji

This paper investigates a continuous-time portfolio optimization problem with the following features: (i) a no-short selling constraint; (ii) a leverage constraint, that is, an upper limit for the sum of portfolio weights; and (iii) a…

Portfolio Management · Quantitative Finance 2022-03-08 Masashi Ieda

We consider deterministic infinite horizon optimal control problems with nonnegative stage costs. We draw inspiration from learning model predictive control scheme designed for continuous dynamics and iterative tasks, and propose a rollout…

Optimization and Control · Mathematics 2021-09-30 Yuchao Li , Karl H. Johansson , Jonas Mårtensson , Dimitri P. Bertsekas

We present a quantum algorithm for portfolio optimization. We discuss the market data input, the processing of such data via quantum operations, and the output of financially relevant results. Given quantum access to the historical record…

Quantum Physics · Physics 2018-11-12 Patrick Rebentrost , Seth Lloyd

This paper studies a mean-risk portfolio choice problem for log-returns in a continuous-time, complete market. This is a growth-optimal problem with risk control. The risk of log-returns is measured by weighted Value-at-Risk (WVaR), which…

Risk Management · Quantitative Finance 2021-12-30 Pengyu Wei , Zuo Quan Xu

We study the problem of optimal portfolio selection in an illiquid market with discrete order flow. In this market, bids and offers are not available at any time but trading occurs more frequently near a terminal horizon. The investor can…

Portfolio Management · Quantitative Finance 2009-07-14 Paul Gassiat , Huyen Pham , Mihai Sirbu

We show how to utilize machine learning approaches to improve sliding window algorithms for approximate frequency estimation problems, under the ``algorithms with predictions'' framework. In this dynamic environment, previous…

Data Structures and Algorithms · Computer Science 2024-09-19 Rana Shahout , Ibrahim Sabek , Michael Mitzenmacher
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